Latest news with #XponentialFitness
Yahoo
14 hours ago
- Business
- Yahoo
Xponential Fitness, Topgolf Callaway, Scholastic, Hanesbrands, and LKQ Stocks Trade Down, What You Need To Know
What Happened? A number of stocks fell in the afternoon session after the latest U.S. consumer confidence report revealed underlying weakness despite a headline increase, raising concerns about future spending. While the Conference Board's headline Consumer Confidence Index rose to 97.2 in July, the details painted a more cautious picture for investors. The Present Situation Index, a measure of consumers' assessment of current business and labor market conditions, actually fell. More telling for the sector, the report showed a decline in buying intentions for major discretionary items such as homes, cars, and most appliances. This combination of factors signals potential weakness in future consumer spending, casting a shadow over companies that rely on non-essential purchases. The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks. Among others, the following stocks were impacted: Leisure Facilities company Xponential Fitness (NYSE:XPOF) fell 3.6%. Is now the time to buy Xponential Fitness? Access our full analysis report here, it's free. Leisure Facilities company Topgolf Callaway (NYSE:MODG) fell 3.1%. Is now the time to buy Topgolf Callaway? Access our full analysis report here, it's free. Media company Scholastic (NASDAQ:SCHL) fell 3.4%. Is now the time to buy Scholastic? Access our full analysis report here, it's free. Apparel and Accessories company Hanesbrands (NYSE:HBI) fell 4.2%. Is now the time to buy Hanesbrands? Access our full analysis report here, it's free. Specialized Consumer Services company LKQ (NASDAQ:LKQ) fell 3%. Is now the time to buy LKQ? Access our full analysis report here, it's free. Zooming In On Hanesbrands (HBI) Hanesbrands's shares are quite volatile and have had 17 moves greater than 5% over the last year. In that context, today's move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business. The biggest move we wrote about over the last year was 2 months ago when the stock gained 5.3% on the news that the major indices rebounded (Nasdaq +2.0%, S&P 500 +2.0%) as President Trump postponed the planned 50% tariff on European Union imports, shifting the start date to July 9, 2025. Companies with substantial business ties to Europe likely had some relief as the delay reduced near-term cost pressures and preserved cross-border demand. Hanesbrands is down 46.2% since the beginning of the year, and at $4.32 per share, it is trading 51.5% below its 52-week high of $8.91 from December 2024. Investors who bought $1,000 worth of Hanesbrands's shares 5 years ago would now be looking at an investment worth $295.06. Here at StockStory, we certainly understand the potential of thematic investing. Diverse winners from Microsoft (MSFT) to Alphabet (GOOG), Coca-Cola (KO) to Monster Beverage (MNST) could all have been identified as promising growth stories with a megatrend driving the growth. So, in that spirit, we've identified a relatively under-the-radar profitable growth stock benefiting from the rise of AI, available to you FREE via this link. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
2 days ago
- Business
- Yahoo
Why Xponential Fitness (XPOF) Stock Is Trading Up Today
What Happened? Shares of boutique fitness studio franchisor Xponential Fitness (NYSE:XPOF) jumped 3.4% in the pre-market session after the company announced it had completed the divestiture of its CycleBar and Rumble brands. The fitness franchisor sold the two brands to Extraordinary Brands, LLC, as part of a strategic realignment. Xponential Fitness stated that the transaction was consistent with its plan to focus resources and capital on its more profitable brands. In a statement, CEO Mark King emphasized that the company would concentrate on brands that drove both current and long-term profitability. This move was presented as a strategic effort to improve the company's financial performance and provide better support for its core, higher-performing franchises. After the initial pop the shares cooled down to $11.01, up 2.3% from previous close. Is now the time to buy Xponential Fitness? Access our full analysis report here, it's free. What Is The Market Telling Us Xponential Fitness's shares are extremely volatile and have had 50 moves greater than 5% over the last year. In that context, today's move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business. The previous big move we wrote about was 25 days ago when the stock gained 34.1% on the news that the company announced that the U.S. Securities and Exchange Commission (SEC) has concluded its investigation into the company without recommending any enforcement action. The investigation, which began in December 2023, had been a significant overhang on the company's stock, which has fallen approximately 45% year-to-date. The probe was initiated after the SEC requested documents related to potential securities fraud and accounting issues. In a filing, Xponential stated it was informed on July 1 that the investigation was concluded and that no action would be taken. The company noted it had fully cooperated with the regulator over the past 18 months. This news removed a major cloud of uncertainty for investors, leading to a surge in confidence as reflected in the pre-market rally. Analysts at Jefferies noted that with the probe now cleared and new leadership in place, investor sentiment should improve, potentially allowing the stock's valuation to rise toward peer levels as the company focuses on its growth plans. Xponential Fitness is down 21.1% since the beginning of the year, and at $11.01 per share, it is trading 40.4% below its 52-week high of $18.47 from February 2025. Investors who bought $1,000 worth of Xponential Fitness's shares at the IPO in July 2021 would now be looking at an investment worth $898.78. Here at StockStory, we certainly understand the potential of thematic investing. Diverse winners from Microsoft (MSFT) to Alphabet (GOOG), Coca-Cola (KO) to Monster Beverage (MNST) could all have been identified as promising growth stories with a megatrend driving the growth. So, in that spirit, we've identified a relatively under-the-radar profitable growth stock benefiting from the rise of AI, available to you FREE via this link.
Yahoo
7 days ago
- Business
- Yahoo
Xponential Fitness, Inc. (XPOF): A Bull Case Theory
We came across a bullish thesis on Xponential Fitness, Inc. on Uzo Capital's Substack by Uzo. In this article, we will summarize the bulls' thesis on XPOF. Xponential Fitness, Inc.'s share was trading at $10.12 as of July 15th. XPOF's trailing and forward P/E were 25.8 and 25.53, respectively according to Yahoo Finance. Xponential Fitness (XPOF) is undergoing a strategic turnaround after a turbulent two-year period marked by a short seller attack, senior management overhaul, regulatory scrutiny, and litigation. Despite these challenges, 80% of its revenues continue to come from high-margin, recurring royalties and fees, with minimal capital intensity. The company's fundamentals have remained resilient, with system sales, same-store sales, and EBITDA consistently growing. Its flagship brand, Club Pilates, is the crown jewel, contributing over 60% of system sales and 70% of profits, supported by a robust franchisee base and strong unit economics. A new leadership team with a solid operational pedigree has refocused the business on its core strengths and laid the groundwork for sustainable, profitable growth. Temporary headwinds, including legal, restructuring, and interest costs, are expected to ease materially by 2026, significantly boosting free cash flow conversion. The recent closure of the SEC investigation without action was a key milestone, helping to shed the company's 'uninvestible' stigma and enabling refinancing. At its May 2025 Capital Markets Day, XPOF outlined its growth algorithm targeting mid-to-high single-digit system sales growth, 10% EBITDA growth at 40–45% margins, and levered free cash flow of $100 million by 2027—translating to a 20%+ FCF yield on the current $450 million market cap and $900 million enterprise value. With historical issues behind it, and shares trading at deep value levels, XPOF is well-positioned for re-rating. If the market fails to recognize this value, the company with a proactive board may become a compelling take-private candidate, as hinted by its CFO. Previously, we covered a bullish thesis on Xponential Fitness, Inc. (XPOF) by Inflexio Research in March 2025, which highlighted concerns around weak guidance, delayed filings, and brand underperformance. The stock has appreciated ~24% since. The thesis still stands due to Club Pilates' strength. Uzo shares a similar view but emphasizes the turnaround, regulatory resolution, and improving free cash flow. Xponential Fitness, Inc. is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 28 hedge fund portfolios held XPOF at the end of the first quarter which was 27 in the previous quarter. While we acknowledge the potential of XPOF as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None.
Business Wire
23-07-2025
- Business
- Business Wire
Xponential Fitness, Inc. to Announce Second Quarter 2025 Financial Results on Thursday, August 7 th
IRVINE, Calif.--(BUSINESS WIRE)--Xponential Fitness, Inc. (NYSE: XPOF), one of the leading global franchisors of boutique health and wellness brands, today announced that it will release its second quarter 2025 financial results on Thursday, August 7, 2025, after the market closes. Xponential Fitness management will host a conference call to discuss the results the same day at 1:30 p.m. PT / 4:30 p.m. ET. To access the event by telephone, please dial +1 (877) 407-9716 and provide conference ID 13754206. International callers should dial +1 (201) 493-6779 and provide the same conference ID. The call will also be broadcast live over the Internet and can be accessed in the Investor Relations section of Xponential Fitness' website at For those unable to join for the live presentation, a replay of the call will be available after the live presentation through August 21, 2025. To access the replay, dial +1 (844) 512-2921 (U.S. and Canada) or +1 (412) 317-6671 (International) and enter the pin number: 13754206. A replay of the webcast also will be available following the event, accessible in the Investor Relations section of Xponential Fitness' website at About Xponential Fitness, Inc. Xponential Fitness, Inc. (NYSE: XPOF) is one of the leading global franchisors of boutique health and wellness brands. Through its mission to deliver the talents, assets, and capabilities necessary for successful franchise growth, the Company operates a diversified platform of eight brands spanning modalities including Pilates, indoor cycling, barre, stretching, boxing, strength training, metabolic health, and yoga. In partnership with its franchisees and master franchisees, Xponential offers energetic, accessible, and personalized workout experiences led by highly qualified instructors in studio locations throughout the U.S. and internationally, with franchise, master franchise and international expansion agreements in 49 U.S. states, Puerto Rico, and 30 additional countries. Xponential's portfolio of brands includes Club Pilates, the largest Pilates brand in the United States; CycleBar, the largest indoor cycling brand by number of locations in the United States; StretchLab, a concept offering one-on-one and group stretching services; YogaSix, the largest franchised yoga brand in the United States; Pure Barre, a total body workout that uses the ballet barre to perform small isometric movements, and the largest Barre brand in the United States; Rumble, a boxing-inspired full body workout; BFT, a functional training and strength-based program; and Lindora, a provider of medically guided wellness and metabolic health solutions. For more information, please visit the Company's website at Forward-Looking Statements This press release contains forward-looking statements that are based on current expectations, estimates, forecasts and projections of future performance based on management's judgment, beliefs, current trends, and anticipated financial performance. These forward-looking statements include, but are not limited to, changes to the Company's Board of Directors, and the ability to execute on our business strategies and strategic growth drivers. Forward-looking statements involve risks and uncertainties that may cause actual results to differ materially from those contained in the forward-looking statements. These factors include, but are not limited to: the outcome of ongoing and any future government investigations and litigation to which we are subject; our ability to retain key senior management and key employees; our relationships with master franchisees, franchisees and international partners; difficulties and challenges in opening studios by franchisees; the ability of franchisees to generate sufficient revenues; risks relating to expansion into international markets; loss of reputation and brand awareness; geopolitical uncertainty, including the impact of the presidential administration in the U.S.; trade policies and tariffs; general economic conditions and industry trends; and other risks as described in our SEC filings, including our Annual Report on Form 10-K for the full year ended December 31, 2024, filed by Xponential with the SEC, and other periodic reports filed with the SEC. Other unknown or unpredictable factors or underlying assumptions subsequently proving to be incorrect could cause actual results to differ materially from those in the forward-looking statements. Although we believe that the expectations reflected in the forward-looking statements are reasonable, we cannot guarantee future results, level of activity, performance, or achievements. You should not place undue reliance on these forward-looking statements. All information provided in this press release is as of today's date, unless otherwise stated, and Xponential undertakes no duty to update such information, except as required under applicable law.
Yahoo
07-07-2025
- Business
- Yahoo
Xponential Fitness (XPOF): Buy, Sell, or Hold Post Q1 Earnings?
Shareholders of Xponential Fitness would probably like to forget the past six months even happened. The stock dropped 29.4% and now trades at $10.10. This may have investors wondering how to approach the situation. Is there a buying opportunity in Xponential Fitness, or does it present a risk to your portfolio? Get the full breakdown from our expert analysts, it's free. Despite the more favorable entry price, we're swiping left on Xponential Fitness for now. Here are three reasons why you should be careful with XPOF and a stock we'd rather own. Long-term growth is the most important, but within consumer discretionary, product cycles are short and revenue can be hit-driven due to rapidly changing trends and consumer preferences. Xponential Fitness's recent performance shows its demand has slowed significantly as its annualized revenue growth of 9.3% over the last two years was well below its four-year trend. Note that COVID hurt Xponential Fitness's business in 2020 and part of 2021, and it bounced back in a big way thereafter. Operating margin is an important measure of profitability as it shows the portion of revenue left after accounting for all core expenses – everything from the cost of goods sold to advertising and wages. It's also useful for comparing profitability across companies with different levels of debt and tax rates because it excludes interest and taxes. Xponential Fitness's operating margin has shrunk over the last 12 months, and it ended up breaking even over the last two years. Although this result isn't good, the company's elite historical revenue growth suggests it ramped up investments to capture market share. We'll keep a close eye to see if this strategy pays off. Growth gives us insight into a company's long-term potential, but how capital-efficient was that growth? A company's ROIC explains this by showing how much operating profit it makes compared to the money it has raised (debt and equity). Xponential Fitness's five-year average ROIC was negative 31.4%, meaning management lost money while trying to expand the business. Its returns were among the worst in the consumer discretionary sector. Xponential Fitness isn't a terrible business, but it isn't one of our picks. Following the recent decline, the stock trades at 9× forward P/E (or $10.10 per share). While this valuation is optically cheap, the potential downside is big given its shaky fundamentals. We're fairly confident there are better investments elsewhere. We'd recommend looking at one of our top digital advertising picks. The market surged in 2024 and reached record highs after Donald Trump's presidential victory in November, but questions about new economic policies are adding much uncertainty for 2025. While the crowd speculates what might happen next, we're homing in on the companies that can succeed regardless of the political or macroeconomic environment. Put yourself in the driver's seat and build a durable portfolio by checking out our Top 6 Stocks for this week. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-small-cap company Exlservice (+354% five-year return). Find your next big winner with StockStory today. 擷取數據時發生錯誤 登入存取你的投資組合 擷取數據時發生錯誤 擷取數據時發生錯誤 擷取數據時發生錯誤 擷取數據時發生錯誤
